Smart Advice

MDOTM

This company provides an artificial intelligence platform for portfolio construction and rebalancing to asset managers, wealth managers, banks and insurance companies.

GPT Advisor

This company provides a generative artificial intelligence platform for wealth managers and financial institutions to automate portfolio analysis and investment research.

Quantfolio

This company develops an automated investment advisory platform for banks, wealth managers and insurers to manage client onboarding, suitability and digital wealth workflows.

Vise

This company provides an artificial intelligence platform for financial advisors to build and manage automated, personalised investment portfolios for their clients.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Aqumon

This company develops a digital robo-advisory platform providing automated wealth management and global asset allocation services for individual and institutional investors.

Dreamplan

This fintech company develops a digital platform providing automated personal financial planning and advisory services for retail banking customers.

Future Advisor

This company provides an automated investment management and financial advisory platform for retail investors and financial institutions.